364 lines
13 KiB
Go
364 lines
13 KiB
Go
package controllers
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import (
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"fmt"
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"strings"
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"time"
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"server/models"
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"server/pkg/jwtutil"
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"github.com/beego/beego/v2/client/orm"
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)
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/*
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客户 / 供应商互转（复制一套档案）：
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同一家单位可能既是客户又是供应商（先做客户后成为供应商，或反之），因此这里做「复制」而不是搬迁：
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- 原记录保留（客户仍是客户，供应商仍是供应商），两边各自独立维护、互不影响；
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- 企业资料整体复制：工商信息、注册 / 实缴资本、成立日期、行政区划、企业类型、纳税人资质、
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经营范围、地址、合作期限（注册 / 到期时间）、开票资料、银行信息、备注；
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- 联系人（yz_backend_contact_company）一并复制，按「姓名 + 手机号」去重，避免重复建档；
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- 等级（核心 / 重要 / 普通 / 潜在）两边语义一致，直接沿用；
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- 类型（客户类型：企业 / 政府 / 国企 / 教育 / 个人 与 供应商类型：原材料 / 设备 / 服务 / 其他）
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语义不同，按目标库默认值建档（客户→供应商 为「其他」、供应商→客户 为「企业」），转化后可再调整；
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- 目标库已存在同名企业时不再重复建档，只把联系人补同步过去，避免同库出现两条同名档案。
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*/
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// findSameNameSupplier 查找租户内同名且未删除的供应商，未找到返回 0
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func findSameNameSupplier(tenantID, name string) uint64 {
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name = strings.TrimSpace(name)
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if models.Orm == nil || name == "" {
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return 0
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}
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var row models.TenantCrmSupplier
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if err := models.Orm.QueryTable(new(models.TenantCrmSupplier)).
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Filter("tenant_id", tenantID).
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Filter("supplier_name", name).
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Filter("delete_time__isnull", true).
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One(&row); err != nil {
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return 0
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}
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return row.ID
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}
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// findSameNameCustomer 查找租户内同名且未删除的客户，未找到返回 0
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func findSameNameCustomer(tenantID, name string) uint64 {
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name = strings.TrimSpace(name)
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if models.Orm == nil || name == "" {
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return 0
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}
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var row models.TenantCrmCustomer
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if err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
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Filter("tenant_id", tenantID).
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Filter("customer_name", name).
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Filter("delete_time__isnull", true).
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One(&row); err != nil {
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return 0
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}
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return row.ID
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}
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// collectCustomerNames / collectSupplierNames 提取名称集合（去重、去空），用于批量判断双重身份
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func collectCustomerNames(list []models.TenantCrmCustomer) []string {
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names := make([]string, 0, len(list))
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for _, r := range list {
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if n := strings.TrimSpace(r.CustomerName); n != "" {
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names = append(names, n)
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}
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}
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return names
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}
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func collectSupplierNames(list []models.TenantCrmSupplier) []string {
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names := make([]string, 0, len(list))
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for _, r := range list {
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if n := strings.TrimSpace(r.SupplierName); n != "" {
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names = append(names, n)
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}
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}
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return names
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}
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// partyNameExists 批量判断名称是否已存在于指定库（kind：customer / supplier），
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// 供列表标记「同时也是客户 / 供应商」，避免用户重复转化。返回 map 的 key 已做 trim。
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func partyNameExists(tenantID, kind string, names []string) map[string]bool {
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exists := map[string]bool{}
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if models.Orm == nil || len(names) == 0 {
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return exists
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}
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if kind == "supplier" {
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var rows []models.TenantCrmSupplier
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if _, err := models.Orm.QueryTable(new(models.TenantCrmSupplier)).
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Filter("tenant_id", tenantID).
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Filter("supplier_name__in", names).
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Filter("delete_time__isnull", true).
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All(&rows); err == nil {
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for _, r := range rows {
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exists[strings.TrimSpace(r.SupplierName)] = true
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}
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}
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return exists
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}
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var rows []models.TenantCrmCustomer
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if _, err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
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Filter("tenant_id", tenantID).
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Filter("customer_name__in", names).
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Filter("delete_time__isnull", true).
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All(&rows); err == nil {
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for _, r := range rows {
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exists[strings.TrimSpace(r.CustomerName)] = true
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}
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}
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return exists
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}
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// customerListRow 客户列表行：附带「同时也是供应商」标记，便于识别同一家单位的双重身份
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type customerListRow struct {
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models.TenantCrmCustomer
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AlsoSupplier bool `json:"also_supplier"`
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}
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// supplierListRow 供应商列表行：附带「同时也是客户」标记
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type supplierListRow struct {
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models.TenantCrmSupplier
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AlsoCustomer bool `json:"also_customer"`
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}
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// partyConvertRemark 转化后的备注：保留原备注并追加转化来源，便于溯源
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func partyConvertRemark(origin, fromLabel, name string) string {
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tag := fmt.Sprintf("由%s「%s」转化而来", fromLabel, name)
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origin = strings.TrimSpace(origin)
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if origin == "" {
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return tag
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}
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return origin + "\n" + tag
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}
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// copyCompanyContacts 把来源企业（客户 / 供应商）的联系人复制到目标企业：
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// - 去重键「姓名 + 手机号」：命中时只补齐目标缺失字段，不覆盖已有资料；
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// - 未命中时新档；目标企业已有联系人时不再设为主联系人，避免出现多个主联系人。
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//
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// 返回 (新增数, 合并数)。
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func copyCompanyContacts(tenantID, fromType string, fromID uint64, toType string, toID uint64) (int, int) {
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if models.Orm == nil || fromID == 0 || toID == 0 {
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return 0, 0
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}
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var src []models.ErpCompanyContact
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if _, err := models.Orm.QueryTable(new(models.ErpCompanyContact)).
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Filter("tenant_id", tenantID).
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Filter("company_type", fromType).
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Filter("company_id", fromID).
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Filter("delete_time__isnull", true).
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All(&src); err != nil && err != orm.ErrNoRows {
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return 0, 0
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}
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if len(src) == 0 {
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return 0, 0
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}
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var dst []models.ErpCompanyContact
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_, _ = models.Orm.QueryTable(new(models.ErpCompanyContact)).
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Filter("tenant_id", tenantID).
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Filter("company_type", toType).
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Filter("company_id", toID).
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Filter("delete_time__isnull", true).
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All(&dst)
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now := time.Now()
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inserted, merged := 0, 0
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for _, s := range src {
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srcName := strings.TrimSpace(s.Name)
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srcMobile := firstMobile(s.Mobiles)
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hit := -1
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for i := range dst {
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if !strings.EqualFold(strings.TrimSpace(dst[i].Name), srcName) {
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continue
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}
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// 有手机号时必须手机号也匹配，避免同名不同人被判为同一人
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if srcMobile != "" && !contactPhoneMatched(dst[i], srcMobile) {
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continue
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}
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hit = i
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break
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}
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if hit >= 0 {
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d := dst[hit]
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up := map[string]interface{}{}
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if strings.TrimSpace(d.Mobiles) == "" && strings.TrimSpace(s.Mobiles) != "" {
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up["mobiles"] = s.Mobiles
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}
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if strings.TrimSpace(d.Phone) == "" && strings.TrimSpace(s.Phone) != "" {
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up["phone"] = s.Phone
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}
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if strings.TrimSpace(d.Email) == "" && strings.TrimSpace(s.Email) != "" {
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up["email"] = s.Email
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}
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if strings.TrimSpace(d.Wechat) == "" && strings.TrimSpace(s.Wechat) != "" {
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up["wechat"] = s.Wechat
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}
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if strings.TrimSpace(d.QQ) == "" && strings.TrimSpace(s.QQ) != "" {
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up["qq"] = s.QQ
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}
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if strings.TrimSpace(d.Dingtalk) == "" && strings.TrimSpace(s.Dingtalk) != "" {
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up["dingtalk"] = s.Dingtalk
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}
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if strings.TrimSpace(d.Department) == "" && strings.TrimSpace(s.Department) != "" {
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up["department"] = s.Department
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}
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if strings.TrimSpace(d.Position) == "" && strings.TrimSpace(s.Position) != "" {
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up["position"] = s.Position
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}
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if strings.TrimSpace(d.HomeAddress) == "" && strings.TrimSpace(s.HomeAddress) != "" {
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up["home_address"] = s.HomeAddress
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}
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if len(up) == 0 {
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continue
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}
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up["update_time"] = now
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if _, err := models.Orm.QueryTable(new(models.ErpCompanyContact)).
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Filter("id", d.ID).Update(up); err == nil {
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merged++
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}
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continue
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}
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row := s
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row.ID = 0
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row.CompanyType = toType
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row.CompanyID = toID
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row.CreateTime = now
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row.UpdateTime = now
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if len(dst) > 0 {
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row.IsPrimary = 0
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}
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if _, err := models.Orm.Insert(&row); err == nil {
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inserted++
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}
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}
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return inserted, merged
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}
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// convertCustomerToSupplier 客户 → 供应商：复制客户档案与联系人到供应商库。
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// 返回 (供应商库是否已存在同名企业, 供应商ID, 新增联系人, 合并联系人)。
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func convertCustomerToSupplier(tenantID string, src *models.TenantCrmCustomer, claims *jwtutil.Claims) (bool, uint64, int, int, error) {
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if models.Orm == nil {
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return false, 0, 0, 0, fmt.Errorf("数据库未初始化")
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}
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if src == nil || src.ID == 0 {
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return false, 0, 0, 0, fmt.Errorf("客户未找到")
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}
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name := strings.TrimSpace(src.CustomerName)
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if name == "" {
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return false, 0, 0, 0, fmt.Errorf("客户名称为空，无法转化")
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}
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// 供应商库已有同名企业：不重复建档，只把联系人补同步过去
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if id := findSameNameSupplier(tenantID, name); id > 0 {
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inserted, merged := copyCompanyContacts(tenantID, "customer", src.ID, "supplier", id)
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return true, id, inserted, merged, nil
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}
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now := time.Now()
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supplier := models.TenantCrmSupplier{
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TenantID: tenantID,
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SupplierName: name,
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SupplierType: "4", // 客户类型与供应商类型语义不同，默认「其他」，建档后可调整
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ContactPerson: src.ContactPerson,
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ContactPhone: src.ContactPhone,
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ContactEmail: src.ContactEmail,
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SupplierLevel: firstNonEmpty(src.CustomerLevel, "3"), // 等级语义一致，直接沿用
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Industry: src.Industry,
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RegisteredCapital: src.RegisteredCapital,
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PaidCapital: src.PaidCapital,
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EstablishDate: src.EstablishDate,
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AdministrativeDivision: src.AdministrativeDivision,
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EnterpriseType: src.EnterpriseType,
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TaxpayerQualification: src.TaxpayerQualification,
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BusinessScope: src.BusinessScope,
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Address: src.Address,
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RegisterTime: src.RegisterTime,
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ExpireTime: src.ExpireTime,
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Status: firstNonEmpty(src.Status, "1"),
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IsDraft: src.IsDraft,
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Remark: partyConvertRemark(src.Remark, "客户", name),
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InvoiceTitle: src.InvoiceTitle,
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TaxNumber: src.TaxNumber,
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BankName: src.BankName,
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BankAccount: src.BankAccount,
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RegisteredAddress: src.RegisteredAddress,
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RegisteredPhone: src.RegisteredPhone,
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CreateUserID: fmt.Sprintf("%d", claims.UserID),
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CreateTime: now,
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UpdateTime: now,
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}
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id, err := models.Orm.Insert(&supplier)
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if err != nil {
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return false, 0, 0, 0, fmt.Errorf("生成供应商失败: " + err.Error())
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}
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inserted, merged := copyCompanyContacts(tenantID, "customer", src.ID, "supplier", uint64(id))
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return false, uint64(id), inserted, merged, nil
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}
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// convertSupplierToCustomer 供应商 → 客户：复制供应商档案与联系人到客户库。
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// 返回 (客户库是否已存在同名企业, 客户ID, 新增联系人, 合并联系人)。
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func convertSupplierToCustomer(tenantID string, src *models.TenantCrmSupplier, claims *jwtutil.Claims) (bool, uint64, int, int, error) {
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if models.Orm == nil {
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return false, 0, 0, 0, fmt.Errorf("数据库未初始化")
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}
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if src == nil || src.ID == 0 {
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return false, 0, 0, 0, fmt.Errorf("供应商未找到")
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}
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name := strings.TrimSpace(src.SupplierName)
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if name == "" {
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return false, 0, 0, 0, fmt.Errorf("供应商名称为空，无法转化")
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}
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// 客户库已有同名企业：不重复建档，只把联系人补同步过去
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if id := findSameNameCustomer(tenantID, name); id > 0 {
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inserted, merged := copyCompanyContacts(tenantID, "supplier", src.ID, "customer", id)
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return true, id, inserted, merged, nil
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}
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now := time.Now()
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userID := fmt.Sprintf("%d", claims.UserID)
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customer := models.TenantCrmCustomer{
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TenantID: tenantID,
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CustomerName: name,
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CustomerType: "1", // 供应商类型与客户类型语义不同，默认「企业」，建档后可调整
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ContactPerson: src.ContactPerson,
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ContactPhone: src.ContactPhone,
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ContactEmail: src.ContactEmail,
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CustomerLevel: firstNonEmpty(src.SupplierLevel, "3"), // 等级语义一致，直接沿用
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Industry: src.Industry,
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RegisteredCapital: src.RegisteredCapital,
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PaidCapital: src.PaidCapital,
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EstablishDate: src.EstablishDate,
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AdministrativeDivision: src.AdministrativeDivision,
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EnterpriseType: src.EnterpriseType,
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TaxpayerQualification: src.TaxpayerQualification,
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BusinessScope: src.BusinessScope,
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Address: src.Address,
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RegisterTime: src.RegisterTime,
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ExpireTime: src.ExpireTime,
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Status: firstNonEmpty(src.Status, "1"),
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IsDraft: src.IsDraft,
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Remark: partyConvertRemark(src.Remark, "供应商", name),
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InvoiceTitle: src.InvoiceTitle,
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TaxNumber: src.TaxNumber,
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BankName: src.BankName,
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BankAccount: src.BankAccount,
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RegisteredAddress: src.RegisteredAddress,
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RegisteredPhone: src.RegisteredPhone,
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InPool: 0,
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OwnerUserID: userID,
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OwnerUserName: resolveUserName(claims),
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CreateUserID: userID,
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CreateTime: now,
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UpdateTime: now,
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}
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id, err := models.Orm.Insert(&customer)
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if err != nil {
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return false, 0, 0, 0, fmt.Errorf("生成客户失败: " + err.Error())
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}
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inserted, merged := copyCompanyContacts(tenantID, "supplier", src.ID, "customer", uint64(id))
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return false, uint64(id), inserted, merged, nil
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}
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